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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Strathmore Capital Advisors
North Carolina
$20.9M +$21.3M +505,584 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$20.3M +$3.94M +93,502 +23%
AWM
53
AE Wealth Management
Kansas
$19.9M +$1.6M +37,883 +9%
PWS
54
Physician Wealth Solutions
Nevada
$19.8M +$278K +6,605 +1%
VP
55
Verisail Partners
Georgia
$18.9M +$19.3M +457,577 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$18.8M +$860K +20,424 +5%
RA
57
Rational Advisors
New York
$18.6M -$440K -10,451 -2%
LEFP
58
Leading Edge Financial Planning
Tennessee
$18.6M +$17.1M +405,202 +891%
CIAS
59
CFS Investment Advisory Services
New Jersey
$18.5M +$435K +10,340 +2%
TCM
60
TruNorth Capital Management
Michigan
$18M +$18.4M +437,087 New
KF
61
Krilogy Financial
Missouri
$18M +$2.2M +52,163 +14%
VWM
62
Vermillion Wealth Management
Minnesota
$17.7M +$18.1M +430,085 New
JP Morgan Chase
63
JP Morgan Chase
New York
$17.6M +$2.59M +61,593 +17%
RFP
64
RCS Financial Planning
Maryland
$16.8M -$10.4M -246,875 -38%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$16.7M +$2.89M +68,614 +20%
AFO
66
Aurelius Family Office
New Hampshire
$16.5M +$16.8M +398,613 New
BWMG
67
Bannerman Wealth Management Group
Texas
$16.3M +$16.6M +395,038 New
BWM
68
BCO Wealth Management
New Mexico
$16M +$16.3M +387,129 New
DC
69
Davenport & Co
Virginia
$15.2M +$1.26M +29,852 +9%
SIG
70
Spinnaker Investment Group
California
$14.7M -$1.76M -41,828 -11%
C1AG
71
Client 1st Advisory Group
Florida
$14.6M +$592K +14,061 +4%
MWM
72
Mattern Wealth Management
Kansas
$14.2M +$522K +12,405 +4%
MWP
73
Moller Wealth Partners
$14.2M +$324K +7,707 +2%
CPIG
74
Chicago Partners Investment Group
Illinois
$13.4M +$431K +10,245 +3%
LWM
75
Liberty Wealth Management
California
$13.3M +$767K +18,217 +6%